CANDIS for SAP Business One
6 July

CANDIS for SAP Business One

Intelligent document recognition: when AI wins the paper war

Anyone who works in the accounting department of a medium-sized company today will be familiar with the challenge: the inbox is overflowing, suppliers are sending invoices on a piecework basis and there may be a forgotten invoice hidden in between. Reminder. If you have already SAP Business One you have laid a good foundation for structured processes. However, one crucial gap often remains: the Intelligent recognition and classification of document types. This is exactly where Candis comes in.

Accounts payable under pressure: document chaos as a time waster

Everyday work in accounts payable is often characterised by monotony and high time pressure. Invoices have to be sorted, Credits and reminders are processed promptly. Manual processes are prone to errors, especially when the flood of documents becomes overwhelming. The need for automation is obvious here.

Candis in action: when AI takes over sorting

Candis automates precisely this critical step. The solution Classifies documents such as invoices, credit notes or quotations as soon as they are uploaded - without any manual intervention. What used to require time-consuming sorting is now done by a Artificial Intelligence (AI), which has been trained on millions of examples. The system reliably recognises the document type and starts the appropriate workflow. This allows employees to focus on tasks that are more than just routine, as confirmed by a medium-sized retail company that processes over 50 documents a day: What used to take half a working day is now done by Candis in the background. The error rate has fallen significantly and team satisfaction has risen noticeably.

How does Candis reliably recognise document types?

The underlying technology is highly developed but transparent. Candis analyses the layout of the document, scans for specific terms such as "credit note" or "reminder" and reads relevant data fields such as invoice numbers and amounts. Based on this comprehensive information, the AI makes a amazingly precise decision via the document type.

Incorrect allocations are rare. If they do occur, the system allows corrections to be made. The special thing about it: Candis learns from every correction for future documents. It is artificial intelligence that further optimises human feedback where necessary.

Standard logic with leeway: If the detection is not unique

A practical detail: if the system cannot clearly assign a document type, "invoice" is assumed by default. This is due to the fact that over 80 per cent of incoming documents are invoices. Of course, manual adjustments can be made at any time. Candis offers automation, but always with a reliable fallback level and the possibility of human control.

Accounting processes on autopilot: how your workflows benefit

The benefits for SAP Business One users are significant and immediately noticeable:

  • Workflows start automatically: Processes are triggered immediately.
  • Vouchers in the right process: Documents are transferred directly to the appropriate workflow.
  • Structured archiving: This ensures consistent and easily searchable filing
  • Error-free export to the ERP system: Thanks to the precise transfer of data SAP Business One

The result: significantly fewer queries, faster processes and a system that lives up to the term digitalization really does it justice.

Trust through structure: Security & data protection at Candis

Handling sensitive financial data requires the highest level of trust. Candis relies on a Certified infrastructure and processes data exclusively within the EU. Candis also guarantees that your company data not for general AI training be used.

Data Fencingindividual access rights and strict compliance are not just empty buzzwords, but the cornerstones of modern IT security. Candis offers the transparency and control you need for your data.

Automation without magic, but with real benefits

Candis does not promise miracles, but it does provide a system that drastically simplifies everyday accounting. Especially in combination with SAP Business One, a Consistent, efficient and controllable digital process flow.

Anyone who sees document recognition as just a nice extra is underestimating its potential. It is about Speed, avoiding mistakes and that your employees finally have their heads free for more strategically important tasks.

Integration of Candis with SAP Business One

CANDIS SAP Business One - Process

The screen provided describes the process of integrating Candis with SAP Business One, in particular for processing supplier invoices and expenses. The process can be divided into the following steps:

1. recording the documents

  • Supplier invoices: These can be entered into the system as a scan, PDF or e-mail.
  • Expenditure: The Candis app captures document images and can enter transactions in real time

2. processing in Candis

  • Automatic reading of documents: The recorded invoices and receipts are automatically read out by Candis.
  • Automatic assignment: Candis automatically assigns the read data.
  • Link with automatic 3-way synchronisation: A future function will enable the automatic comparison of three documents (e.g. order, goods receipt and invoice) in order to check their correctness.
  • Invoice approval: The invoices go through an approval process.
  • Document archive: All documents are stored in a document archive.

3. transfer to SAP Business One

  • Automatic import: Master data is automatically imported into SAP Business One.
  • Complete, digital invoices: The invoices processed and approved in Candis are transferred to SAP Business One as complete, digital invoices.
  • Complete, digital transactions: The digital transactions from the expenses are also transferred to SAP Business One.
  • Orders, delivery notes: In future, it will also be possible to link and process orders and delivery notes in SAP Business One.

In summary, this process automates the capture, processing and approval of financial documents and their transfer to SAP Business One to increase efficiency and reduce manual errors.

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